Deploying Using Standard Credentials

Work-Relay's built-in deployment feature enables admins to migrate objects (processes, forms, actions) and their dependencies (e.g., subprocesses, versions) between Salesforce organizations.

This method of deployment uses the standard credentials authentication mechanism, which requires the target Salesforce Org credentials to be stored in the source Salesforce Org.

Deployment Procedure:

  • Select the desired items (process, form, action, action group) for migration (1) and click the "Deploy" button (2):
  • Within the Deployment Wizard, select the target environment (3), enter the appropriate user credentials (4) and click the "Next" button (5):
  • Check the items to be deployed (6), select necessary action (7, see the Deployment Actions section below) and click the "Deploy" button (8).
  • Deployment progress will be displayed until completed.
  • Upon deployment completion, review the results.
  • Upon successful deployment  the target organization will now contain all deployed objects, within their appropriate folder structure.

Deployment Actions

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